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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,708 | $96,678+97.3% | $86,640+120.1% | $139,466+36.7% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 14.17% | 106.69%-92.5pp | 592.52%-578.4pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,316 | $3,265-59.7% | $3,024-56.5% | $4,754-72.3% |
| Participant deferral / active EE | $3,188 | $4,837-34.1% | $4,438-28.2% | $6,712-52.5% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |